Editing a Published Batch

There are three ways to edit a batch in the Published Batches section. You can change the configuration form names only; you can republish the batch, thus incorporating any changes made in form workspaces; or you can return the batch to an unpublished stage. You cannot delete a batch once it has been published, even if it has been returned to the Assignment In Progress stage.

Click View beside the batch. The View Batch window appears.

Do any of the following:

• To change configuration form names, click Edit beside any name. Edit the text and click OK. You cannot create duplicate config form names within a bank. After making all your edits, click Save Renamed Forms to save the names without republishing.

• To recreate the forms altogether and incorporate any changes made in form workspaces, click Republish Forms.

• Click Revise to Mapping (returns the batch to the Mapping In Progress stage) or Revise to Assignment (returns it to the Assignment In Progress stage). Enter a comment in the pop-up explaining why you’re requesting revisions, then click OK. The batch is returned to a prior stage, where it can be edited but not deleted.

  • If a batch has been published and revised to an earlier stage, but not resaved, you may open it for editing and use the Revert to Published button to return it to a published status without having to go through the approval process and republish.